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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,828 | $70,366+247.9% | $66,674+267.2% | $138,895+76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.05% | 386.41%-374.4pp | 321.24%-309.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $11,982 | $2,765+333.3% | $2,620+357.3% | $4,194+185.7% |
| Participant deferral / active EE | $4,108 | $4,374-6.1% | $4,084+0.6% | $6,396-35.8% |
| Admin fee / account holder | $155 | $5,262-97.1% | $5,098-97.0% | $12,562-98.8% |